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Fund Manager

Sloy, Dahl & Holst

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Sloy, Dahl & Holst

Fund Manager

Primary Strategy: Hedge Fund

Year Founded: 1986

Number of Employees: 14

Ownership: Privately Held

Year End: December

Description

We are a full-service registered investment advisory firm. The company was founded in 1986 by certified financial planners Ronald J. Sloy, Tony Dahl & Jim Holst, three enterprising young men who dreamed of offering their clients better solutions than in-house investment products and commisson based advice. They turned their dreams into a reality with one of Portland’s first fee-only money manageme

Contact

Website: Link to website

LinkedIn: linkedin.com/company/sloy-dahl-&-holst-inc

Address

1220 Main Street, Suite 400, Vancouver, Washington, United States

Date

As of: September 30, 2025

Key Metrics

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
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By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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